Mitchell, Mcleod, Pugh & Williams, Inc.

Mitchell, Mcleod, Pugh & Williams, Inc. (CRD# 138240) is a financial advisory firm headquartered in Mobile, AL. They manage $749,883,382 in 1,038 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    750
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $722,431
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, NC

Financial Advisors at Mitchell, Mcleod, Pugh & Williams, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Katherine M. McGinley
CRD#: 2765965
Mobile, AL
93
Wealthminder
score

Katherine McGinley (CRD# 2765965) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 7 years of experience in the finance industry.

2
Douglas R. McLeod
CRD#: 2303143
Mobile, AL
93
Wealthminder
score

Douglas McLeod (CRD# 2303143) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 24 years of experience in the finance industry.

3
Richard Mitchell
CRD#: 2134844
Mobile, AL
93
Wealthminder
score

Richard Mitchell (CRD# 2134844) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 25 years of experience in the finance industry.

4
Kyle C. Pugh
CRD#: 4624873
Mobile, AL
93
Wealthminder
score

Kyle Pugh (CRD# 4624873) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 14 years of experience in the finance industry.

5
Thomas B. Van Antwerp
CRD#: 4272568
Mobile, AL
93
Wealthminder
score

Thomas Van Antwerp (CRD# 4272568) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 15 years of experience in the finance industry.

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